| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Richard Bernstein Advisors LLC | 1,984,325 | 49,965,000 | 9.93% | ||
| 2 | Capital Advantage, Inc. | 1,906,064 | 47,995,000 | 9.54% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 1,782,217 | 44,876,000 | 8.92% | ||
| 4 | Gradient Investments LLC | 1,455,231 | 36,643,000 | 7.28% | ||
| 5 | UBS Group AG | 1,313,554 | 33,075,000 | 6.57% | ||
| 6 | WELLS FARGO & COMPANY/MN | 1,168,670 | 29,427,000 | 5.85% | ||
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,013,033 | 25,508,000 | 5.07% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 821,644 | 20,689,000 | 4.11% | ||
| 9 | Stratos Wealth Partners, LTD. | 753,413 | 18,971,000 | 3.77% | ||
| 10 | GW HENSSLER & ASSOCIATES LTD | 750,918 | 18,908,000 | 3.76% | ||
| 11 | MORGAN STANLEY | 646,933 | 16,289,000 | 3.24% | ||
| 12 | SHINE INVESTMENT ADVISORY SERVICES INC | 578,600 | 14,569,000 | 2.90% | ||
| 13 | ATWOOD & PALMER INC | 376,851 | 9,489,000 | 1.89% | ||
| 14 | TELEMUS CAPITAL, LLC | 327,654 | 8,250,000 | 1.64% | ||
| 15 | Ironwood Financial, llc | 313,306 | 7,889,000 | 1.57% | ||
| 16 | SFE Investment Counsel | 271,690 | 6,876,000 | 1.37% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 255,842 | 6,442,000 | 1.28% | ||
| 18 | Motley Fool Wealth Management, LLC | 255,620 | 6,437,000 | 1.28% | ||
| 19 | Commonwealth Equity Services, Inc | 221,866 | 5,587,000 | 1.11% | ||
| 20 | LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC. | 197,089 | 4,981,000 | 0.99% | ||
| 21 | STIFEL FINANCIAL CORP | 190,339 | 4,796,000 | 0.95% | ||
| 22 | FCA CORP /TX | 184,893 | 4,656,000 | 0.93% | ||
| 23 | ADVISORS MANAGEMENT GROUP INC /ADV | 182,051 | 4,584,000 | 0.91% | ||
| 24 | CITIGROUP INC | 173,857 | 4,378,000 | 0.87% | ||
| 25 | LPL Financial LLC | 163,699 | 4,133,000 | 0.82% | ||
| 26 | Cambridge Investment Research Advisors, Inc. | 159,685 | 4,021,000 | 0.80% | ||
| 27 | CAMBRIDGE TRUST CO | 146,974 | 3,701,000 | 0.74% | ||
| 28 | B. Riley Wealth Advisors, Inc. | 127,474 | 3,210,000 | 0.64% | ||
| 29 | GHP Investment Advisors, Inc. | 127,430 | 3,209,000 | 0.64% | ||
| 30 | Brookstone Capital Management | 119,834 | 3,017,000 | 0.60% | ||
| 31 | Prospera Financial Services Inc | 110,233 | 2,776,000 | 0.55% | ||
| 32 | Linscomb Wealth, Inc. | 103,264 | 2,600,000 | 0.52% | ||
| 33 | GUGGENHEIM CAPITAL LLC | 96,255 | 2,424,000 | 0.48% | ||
| 34 | EDMOND DE ROTHSCHILD HOLDING S.A. | 90,800 | 2,286,000 | 0.45% | ||
| 35 | CITADEL ADVISORS LLC | 86,405 | 2,176,000 | 0.43% | ||
| 36 | COURIER CAPITAL LLC | 82,421 | 2,075,000 | 0.41% | ||
| 37 | Freedom Investment Management, Inc. | 80,453 | 2,026,000 | 0.40% | ||
| 38 | SII INVESTMENTS INC/WI | 78,674 | 1,989,000 | 0.40% | ||
| 39 | FCG ADVISORS, LLC | 68,326 | 1,720,000 | 0.34% | ||
| 40 | Advisory Alpha, LLC | 66,594 | 1,686,000 | 0.34% | ||
| 41 | Summit Asset Management, LLC | 64,972 | 1,636,000 | 0.33% | ||
| 42 | Private Advisor Group, LLC | 61,003 | 1,543,000 | 0.31% | ||
| 43 | CREDIT SUISSE AG/ | 54,900 | 1,382,000 | 0.27% | ||
| 44 | ROYAL BANK OF CANADA | 51,518 | 1,297,000 | 0.26% | ||
| 45 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 45,100 | 1,136,000 | 0.23% | ||
| 46 | AMERIPRISE FINANCIAL INC | 44,493 | 1,120,000 | 0.22% | ||
| 47 | Ashfield Capital Partners, LLC | 38,330 | 965,000 | 0.19% | ||
| 48 | INVESTMENT CENTERS OF AMERICA INC | 38,250 | 963,000 | 0.19% | ||
| 49 | Carroll Financial Associates, Inc. | 35,775 | 900,000 | 0.18% | ||
| 50 | HighTower Advisors, LLC | 33,679 | 850,000 | 0.17% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
